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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,610 | $106,864+48.4% | $147,318+7.7% | $82,637+91.9% |
| Participation rate | 62.2% | 75.5%-13.3pp | 82.1%-19.9pp | 68.1%-5.9pp |
| Annual return | 17.15% | 27.49%-10.3pp | 70.43%-53.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $1,492 | $3,417-56.3% | $4,593-67.5% | $2,552-41.5% |
| Participant deferral / active EE | $7,626 | $6,496+17.4% | $7,906-3.5% | $4,126+84.8% |
| Admin fee / account holder | $6,838 | $8,415-18.7% | $13,708-50.1% | $7,339-6.8% |